Enabling Help for SAP CRM 2007

To implement and use context-sensitive help for SAP CRM with the application, you will perform four procedures:

Create a template.

Configure SAP CRM to send help requests to the application's website.

Record an SAP CRM document with the application and republish the website to make the document available for context-sensitive help.

Request context-sensitive help from SAP CRM.

Creating a Template for Use with SAP CRM 2007

Context-sensitive help for SAP CRM is driven by context identifiers. Each screen in SAP CRM has a unique context identifier and these are gathered collectively for a procedure and automatically inserted into the transaction code property of a document. Context identifiers are used to call context-specific help on the screen in which the end user is working.

Transaction code is a term and property used to identify a process, and it is used in two separate instances:

Transaction code property: The Server matches this document property to the associated SAP CRM screen when a call for help is made from SAP CRM.

Transaction code block: In a document, this block displays the transaction code pertaining to the document created.

Create a template.

NOTE:

A project administrator typically creates and customizes templates. For more information, refer to Using Author Templates.

Select the Blocks tab.

Select Purpose.

Turn off the display of the Transaction Code block in a document.

Select the Properties tab.

Enable the Transaction Code property.

Select File > Save.

Click the Publications tab.

Select Website.

Select Transaction Code(s) from the Build from Property field.

Select Comma(,) from the Multiple Values Separated By field.

Select File > Save.

Publishing the Website

As part of website publishing, you will also generate quick launch pages to enable communication between the application website and SAP CRM. For information on publishing the website, refer to Publishing the Website.

Configuring SAP CRM to Send a Help Request to the Website

The SAP system administrator must configure SAP CRM to send help requests to the website. This configuration is specified by adding variants to the Plain HtmlHttp tab of the SR13 transaction code.

Log into SAP CRM via the SAP GUI.

Enter the transaction code SR13.

On the Dynamic Help tab, delete any existing entries.

Click the Save button.

Select the PlainHtmlHttp tab.

Complete the following fields:

Field

Description

Variant

Enter a variant name.

Example: YourCompanyHelp

Platform

Enter a platform.

Example: ITS.

Area

Enter an area.

Example: XML_DocU

Server Name

Enter the webserver name.

Example: MySite

Path

On the web server, locate the redirect.html. This file is found in http://[webservername]/[website name]/website/xml/assets/redirect.html.

Copy the URL beginning with [website name], and paste into the Path field.

Example: [website name]/website/xml/assets/redirect.html

Append ?csh= to the end of the path name

Example: [website name]/website/xml/assets/redirect.html?csh=

NOTE: This path name cannot exceed 64 characters.

Language

Enter the language key.

Example: For German, enter DE.

Default

Select this checkbox if the language specified is the default help language.

The recorder does not automatically gather transaction codes for screens containing an embedded SAP HTML GUI; however, you can obtain the transaction codes in this environment if you have integrated ANCILE Help Launchpad with the SAP system you are displaying within the embedded HTML GUI.

In the above scenario, select Help > [Custom] Help within the transaction displayed in the HTML GUI. Review the web address field displayed in the new browser window, and identify the transaction code for this transaction. Copy the code and paste it into the Transaction Code property of the document you are currently recording.

In the application, select File > Properties.

Select Properties.

Ensure the context identifier(s) have been inserted into the Transaction Code value field.